Our latest economic thinking

  • Perspectives podcast: The last mile

    Market Perspective

    The Swiss National Bank's decision to reduce interest rates came as a surprise to the market. Join our Global Investment Strategists to decode central banks' moves, unravel oil market dynamics, and track gold and bitcoin prices.

  • A rebound in corporate earnings?

    Strategy Blog

    Earnings growth is rising in the United States, suggesting the market could have passed a turning point. Ahead of the release of first quarter earnings figures, we consider what this means for investors and examine how earnings expectations can be fallible.

  • Predominio del optimismo en el mercado bursátil en marzo


    La renta variable mundial mantuvo su tendencia al alza, al subir un 3,1% en marzo (en dólares estadounidenses). Por su parte, la deuda pública se incrementó también en un 0,7% (en USD, con cobertura).

  • The next generation's philanthropic shift

    Investment Views

    The Next Generation represents a dynamic force, especially in the realm of philanthropy, where innovative approaches are essential for driving positive transformations. Find out what is next for philanthropy.

  • Private debt as an alternative to bank financing

    Investment Views

    Today, private debt has become a must-have alternative to bank loans for intermediate-size companies, and especially those interested in consolidating their market position and needing to use their cash to fund acquisitions.

  • Digital frontiers: Cybersecurity

    Investment Views

    Every day, fresh ransomware assaults make headlines. The average nine-month timeframe to detect security incidents underscores the critical need for swift action to prevent or mitigate damages.

  • Resumen mensual del mercado: Febrero de 2024


    La renta variable mundial subió en febrero un 4,3% (en dólares estadounidenses), mientras que la deuda pública volvió a caer, un 0,5% (en dólares estadounidenses, con divisa cubierta).

  • Perspectives podcast: Dispelling misconceptions

    Market Perspective

    Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China.

  • Disinflation, China and stock valuations

    Market Perspective

    Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.

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